CAIFX Alternatives & Similar Mutual Funds

American Funds Capital Income Builder Fund Class F-2 (CAIFX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CAIFX

CAIFX charges 0.37% annually. There are 4 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.

Symbol	Name	Expense Ratio	AUM	Inception
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	0.07%	127.80B	Dec 2013	CAIFX vs VDADX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	0.08%	96.10B	Feb 2019	CAIFX vs VHYAX
VIHAX	Vanguard International High Dividend Yield Index F...	0.16%	20.50B	Mar 2016	CAIFX vs VIHAX
VDIGX	Vanguard Dividend Growth Fund	0.22%	36.40B	May 1992	CAIFX vs VDIGX
FINFX	American Funds Fundamental Investors® Class F-2	0.39%	—	Aug 1978	CAIFX vs FINFX

Best Risk-Adjusted Alternatives to CAIFX

CAIFX has a PortfoliosLab risk / return rank of 72. There are 13 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 87.

Symbol	Name	Risk / Return Rank	AUM	Inception
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	87	—	Nov 2012	CAIFX vs CDDYX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	86	—	Mar 2005	CAIFX vs SVAAX
VIHAX	Vanguard International High Dividend Yield Index F...	85	20.50B	Mar 2016	CAIFX vs VIHAX
OIEJX	JPMorgan Equity Income Fund R6	84	—	Jul 1987	CAIFX vs OIEJX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	83	96.10B	Feb 2019	CAIFX vs VHYAX

Top Performing CAIFX Alternatives (YTD)

CAIFX is at 8.57% YTD. There are 21 mutual funds in the Dividend category with higher YTD returns, going as high as 15.51%.

Symbol	Name	YTD Return	AUM	Inception
OIEJX	JPMorgan Equity Income Fund R6	15.51%	—	Jul 1987	CAIFX vs OIEJX
FDGFX	Fidelity Dividend Growth Fund	15.11%	—	Apr 1993	CAIFX vs FDGFX
FDGDX	Fidelity Advisor 529 Dividend Growth Portfolio Cla...	15.05%	—	Apr 2015	CAIFX vs FDGDX
MDDVX	BlackRock Equity Dividend Fund Investor A Shares	14.35%	—	Oct 1994	CAIFX vs MDDVX
JDDVX	Janus Henderson U.S. Dividend Income Fund Class D	13.58%	—	Dec 2022	CAIFX vs JDDVX

Lowest Volatility Alternatives to CAIFX

CAIFX has 8.20% 1-year volatility. There are 2 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.93%.

Symbol	Name	Volatility 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	5.93%	—	Dec 2011	CAIFX vs PMAIX
AMECX	American Funds The Income Fund of America Class A	7.41%	—	Dec 1973	CAIFX vs AMECX
JEPAX	JPMorgan Equity Premium Income Fund Class A	8.77%	—	Aug 2018	CAIFX vs JEPAX
PDT	John Hancock Premium Dividend Fund	9.02%	—	Dec 1989	CAIFX vs PDT
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	9.14%	—	Nov 2012	CAIFX vs CDDYX

Lowest Drawdown Alternatives to CAIFX

CAIFX has a 1-year max drawdown of -6.47%. There are 5 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	-4.07%	—	Dec 2011	CAIFX vs PMAIX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	-4.71%	—	Mar 2005	CAIFX vs SVAAX
PDT	John Hancock Premium Dividend Fund	-5.38%	—	Dec 1989	CAIFX vs PDT
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-5.51%	—	Nov 2012	CAIFX vs CDDYX
AMECX	American Funds The Income Fund of America Class A	-6.13%	—	Dec 1973	CAIFX vs AMECX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	77	8.59%	—	Jul 1975	CAIFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	37	9.29%	—	Jan 1934	CAIFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	40	7.78%	—	Jul 1952	CAIFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	21	7.34%	—	Dec 1973	CAIFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	34	8.85%	—	May 2009	CAIFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	56	12.68%	—	Aug 1978	CAIFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	22	5.34%	—	Mar 1973	CAIFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	21	7.27%	—	Dec 1973	CAIFX vs GFFFX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	19	5.51%	—	Jan 1967	CAIFX vs AMCPX
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	70	8.46%	—	Jul 1987	CAIFX vs CAIBX

Often Compared With CAIFX

Investors most often compare CAIFX with AMINX, GSPAX, GSAKX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AMINX	Amana Income Fund Institutional Class	Dividend	41	12.21%	—	Sep 2013	CAIFX vs AMINX
GSPAX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Dividend	77	10.76%	—	Aug 2010	CAIFX vs GSPAX
GSAKX	Goldman Sachs International Equity Income Fund Cla...	Foreign Large Cap Equities, Dividend	62	11.95%	—	Jun 2007	CAIFX vs GSAKX
OIEIX	JPMorgan Equity Income Fund Class A	Dividend	83	15.20%	—	—	CAIFX vs OIEIX
NFJ	Virtus Dividend, Interest and Premium Strategy Fun...	Dividend	86	22.73%	—	Feb 2005	CAIFX vs NFJ
PJDZX	PGIM Jennison Rising Dividend Fund	Large Cap Blend Equities, Dividend	82	11.81%	—	Mar 2014	CAIFX vs PJDZX
IHGIX	Hartford Dividend and Growth Fund Class A	Dividend	79	10.78%	—	Jul 1996	CAIFX vs IHGIX
EOD	Wells Fargo Advantage Funds - Allspring Global Div...	Dividend	84	18.36%	—	Mar 2007	CAIFX vs EOD
ABNFX	American Funds The Bond Fund of America® Class F-2	Intermediate Core Bond	18	-0.60%	—	Aug 2008	CAIFX vs ABNFX
HTD	John Hancock Tax-Advantaged Dividend Income Fund	Dividend	44	14.12%	—	Feb 2004	CAIFX vs HTD
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	Dividend	64	13.16%	—	Sep 2003	CAIFX vs EVT
DHY	Dimensional High Yield Equity Fund	Dividend	1	-8.03%	—	Jan 2013	CAIFX vs DHY
GDV	The Gabelli Dividend and Income Trust	Dividend	53	11.11%	—	Nov 2003	CAIFX vs GDV
VADGX	Vanguard Advice Select Dividend Growth Fund	Large Cap Blend Equities, Dividend	14	3.30%	—	Nov 2021	CAIFX vs VADGX
FRDTX	Franklin Rising Dividends Fund Class C	Large Cap Blend Equities, Dividend	26	6.04%	—	Jul 1996	CAIFX vs FRDTX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	41	7.12%	—	Feb 2007	CAIFX vs EXG
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	83	19.32%	98.55B	Oct 2011	CAIFX vs SCHD
HQIIX	Hartford Equity Income Fund Class I	Dividend	55	9.23%	—	Aug 2003	CAIFX vs HQIIX
SOPYX	ClearBridge Dividend Strategy Fund Class I	Dividend	56	9.10%	—	Feb 1996	CAIFX vs SOPYX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	74	6.27%	—	Jan 2014	CAIFX vs EPDPX

Compare CAIFX with Any Fund or Stock

Compare CAIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair CAIFX with funds that move differently

American Funds Capital Income Builder Fund Class F-2 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAIFX.

Explore CAIFX Diversifiers

American Funds Capital Income Builder Fund Class F-2 (CAIFX) Alternatives